We are a group of professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams. Our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security. Every one of us at Great Waters Financial is committed to delivering you a comprehensive retirement plan that’s tailored to your goals, and as time goes on, supporting you through proactive guidance. We make sure your custom architected plan meets your goals of today and aspirations of tomorrow. We'll evaluate investment approaches and tax consequences, and implement the strategies so you don't have to. And we won't stop evaluating and implementing because the market is always changing and your needs may change too.
View Top Employees from Great Waters FinancialWebsite | https://linktr.ee/greatwatersfinancial |
Revenue | $9.3 million |
Funding | $350000 |
Employees | 56 (56 on RocketReach) |
Founded | 2013 |
Address | 510 North 1st Ave Suite 410, Minneapolis, Minnesota 55403, US |
Phone | (612) 360-2127 |
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Industry | Financial Services, Finance General, Finance, Retirement, Wealth Management |
Web Rank | 6 Million |
Keywords | Great Waters Financial, Greatwaters Financial, Is Great Waters A Fudciary |
Competitors | Catalyst Wealth Management, Raider-Dennis Agency, Reynolds Wealth Management, Somerset Wealth Strategies |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Great Waters Financial employee's phone or email?
The Great Waters Financial annual revenue was $9.3 million in 2024.
Elijah Reed Kovar is the Director of Team Development of Great Waters Financial.
56 people are employed at Great Waters Financial.
Great Waters Financial is based in Minneapolis, Minnesota.
The NAICS codes for Great Waters Financial are [52, 52393, 523, 5239].
The SIC codes for Great Waters Financial are [62, 628].